Back to SCHW-PJ
Thrive Wealth Management, LLC → SCHW-PJ
Thrive Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$10.8M
Q3 2026
Peak value
$195.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $281K |
| Q4 2025 | $3.8M |
| Q4 2025 | $5.6M |
| Q4 2025 | $160.6M |
| Q4 2025 | $8.6M |
| Q4 2025 | $1.5M |
| Q4 2025 | $515K |
| Q4 2025 | $323K |
| Q4 2025 | $1.4M |
| Q4 2025 | $8.8M |
| Q1 2026 | $322K |
| Q1 2026 | $3.3M |
| Q1 2026 | $5.3M |
| Q1 2026 | $154.9M |
| Q1 2026 | $8.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $512K |
| Q1 2026 | $343K |
| Q1 2026 | $1.6M |
| Q1 2026 | $9.1M |
| Q2 2026 | $297K |
| Q2 2026 | $3.9M |
| Q2 2026 | $6.1M |
| Q2 2026 | $183.8M |
| Q2 2026 | $10.2M |
| Q2 2026 | $1.7M |
| Q2 2026 | $603K |
| Q2 2026 | $595K |
| Q2 2026 | $1.9M |
| Q2 2026 | $10.6M |
| Q3 2026 | $314K |
| Q3 2026 | $4.4M |
| Q3 2026 | $6.2M |
| Q3 2026 | $195.8M |
| Q3 2026 | $9.7M |
| Q3 2026 | $1.5M |
| Q3 2026 | $544K |
| Q3 2026 | $534K |
| Q3 2026 | $2.1M |
| Q3 2026 | $10.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.8M | 394.0K | — | — |
| Q3 2026 | $2.1M | 64.5K | — | — |
| Q3 2026 | $534K | 14.6K | — | — |
| Q3 2026 | $544K | 16.7K | — | — |
| Q3 2026 | $1.5M | 45.3K | — | — |
| Q3 2026 | $9.7M | 292.6K | — | — |
| Q3 2026 | $195.8M | 5.45M | — | — |
| Q3 2026 | $6.2M | 205.9K | — | — |
| Q3 2026 | $4.4M | 150.4K | — | — |
| Q3 2026 | $314K | 3.2K | — | — |
| Q2 2026 | $10.6M | 384.0K | — | — |
| Q2 2026 | $1.9M | 59.8K | — | — |
| Q2 2026 | $595K | 16.4K | — | — |
| Q2 2026 | $603K | 16.7K | — | — |
| Q2 2026 | $1.7M | 45.1K | — | — |
| Q2 2026 | $10.2M | 294.5K | — | — |
| Q2 2026 | $183.8M | 5.43M | — | — |
| Q2 2026 | $6.1M | 206.4K | — | — |
| Q2 2026 | $3.9M | 135.7K | — | — |
| Q2 2026 | $297K | 3.2K | — | — |
| Q1 2026 | $9.1M | 366.8K | — | — |
| Q1 2026 | $1.6M | 52.8K | — | — |
| Q1 2026 | $343K | 10.4K | — | — |
| Q1 2026 | $512K | 17.6K | — | — |
| Q1 2026 | $1.4M | 45.3K | — | — |
| Q1 2026 | $8.8M | 288.5K | — | — |
| Q1 2026 | $154.9M | 5.32M | — | — |
| Q1 2026 | $5.3M | 207.6K | — | — |
| Q1 2026 | $3.3M | 131.9K | — | — |
| Q1 2026 | $322K | 3.4K | — | — |
| Q4 2025 | $8.8M | 364.6K | — | — |
| Q4 2025 | $1.4M | 52.5K | — | — |
| Q4 2025 | $323K | 9.9K | — | — |
| Q4 2025 | $515K | 18.1K | — | — |
| Q4 2025 | $1.5M | 48.6K | — | — |
| Q4 2025 | $8.6M | 291.6K | — | — |
| Q4 2025 | $160.6M | 4.92M | — | — |
| Q4 2025 | $5.6M | 206.9K | — | — |
| Q4 2025 | $3.8M | 143.3K | — | — |
| Q4 2025 | $281K | 2.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B